[all talking at once] melissa: we need a whole show to talk about carrie underwood's dress. that blew my head off. totally weird. anyway the dow is down 32 points. i'm tracy byrnes. lori: i'm ashley webster. non-grammy news. dow is up 6% for the year. is there more upside heed or has the rally run out of steam. one big money manager is who is still betting on stocks will be here in just moment. >> pivoting back to the economy again? where the heck was before? president obama's state of the union gameplan reveals a you are return to the biggest issue the campaign but have the american people heard it one too many times before? lori: new evidence that companies hoarding cash are ready to spend it on new technology and equipment. which companies will benefit and can investors get in on the action? baron's senior editor jack hough is here with his picks. melissa: first the top of the hour. we have to go down to lauren simonetti on the floor of the new york stock exchange as we do effort e every 15 minutes. hey, lauren. >> hey, tracy and ashley. we're searching for a catalyst, fa